Henderson Horizon Pan European Equity Fund - Quarterly update

Join us for this webcast on Tuesday 15th April 2014 at 14:00 (GMT), where Tim Stevenson will provide an update on the Henderson Horizon Pan European Equity Fund. The current fund positioning and outlook for the next few months will be covered, as well as a Question and Answer session taking place at the end.

In this webcast, David Whitten, Head of Henderson’s Global Natural Resources Team, discusses the recent pick up in global commodity prices and the opportunities the team is seeing in the energy, mining and agriculture sectors. In energy, the team anticipates a pick up in upstream oil M&A activity. Meanwhile, the mining sector is taking advantage of lower oil prices while weakening currencies relative to the US dollar is benefiting selected Australian, Canadian and European miners.

Luke Newman, co-manager of the Henderson UK Absolute Return strategy, gives his outlook for 2017. He sees political and economic uncertainty persisting and explains that the accompanying volatility in markets will create further opportunities for an equity long/short strategy such as his. Luke discusses the potential within the financial sector, the value of high yielding stocks and the likely headwinds for companies impacted by minimum wage legislation.

John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John acknowledges that currency, politics and the chance of deflation are all risks to this view.

On 2nd November at 15:00CET, Fund Manager Luke Newman will host a Q&A webcast for the Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
During the session Luke will address investor questions as well as summarising:
•Performance
•Changes to Core positions and activity within the Tactical trading book
•Rationale for changes to the investment policy
•Outlook
If you have a specific question you would like answered during the webcast, please email your sales representative. Luke will endeavour to answer this during the session

After a shaky start to 2016, when macro and geopolitical concerns dominated, investment into EM is now at a multi-year high. Henderson’s Head of Emerging Market Credit, Steve Drew, explores the topical themes shaping EM corporate bond markets, explaining the reasons behind the resurgence in interest. While sharing his views on current themes and opportunities, Steve will further provide an update on the performance of the Horizon Emerging Market Corporate Bond Fund.

On 25 October 2016 at 15:00 CET, John Bennett will deliver an update on the Henderson Gartmore Continental European Fund and the Henderson Gartmore Pan European Fund. As part of the webcast, John will provide an overview of his thematic strategy, as well as some insight into some of the main challenges and opportunities he sees ahead for European equities investors.

On 18 October 2016 at 15:00 CET, John Bennett, manager of the Henderson Horizon Pan European Alpha Fund, will deliver an update, providing an overview of his investment strategy, performance and portfolio thematics, as well as some insight into some of the main challenges and opportunities he sees ahead for European equities investors.

Despite strong performance from equity markets over the last few years, valuations continue to look very attractive on a yield basis, especially in relation to cash and bonds, and remain reasonable on a historical price-to-earnings basis. Underlying global dividend growth has been positive and a dividend culture is being established in an increasing number of countries.

With this in mind, Andrew Jones will provide an update on the Henderson Global Equity Income Strategy, which he co-manages with Ben Lofthouse, on Thursday 11 October 2016 at 15:00 CET.

During the presentation Andrew will cover:
•Current market and dividend trends
•Key investment themes and opportunities
•Performance, investment activity and current positioning
•Outlook for global equity income

We would like to invite you to listen to a live webcast with Jane Shoemake and Hamish Robertson, Investment Director and Analyst on the Global Equity Income team, on Monday 10 October at 10:00 GMT.
During the webcast which qualifies for 30 minutes of structured CPD Jane and Hamish will discuss:
•The benefits of global equity income for investors searching for yield
•The importance of global diversification, dividend sustainability and growth
•Significant dividend trends, with a focus on Europe, highlighted by Henderson’s Global Dividend Index
•Key risks and opportunities that equity income investors should be aware of

On 6 October 2016 at 15:00 CET, Tim Stevenson, manager of the Henderson Horizon Pan European Equity Fund, will give his quarterly update, providing an overview of his current market views and insight into the performance of the fund, as well as current positioning and outlook.

Key points include:

•Two at the helm – addition of co-manager James Ross
•Finding growth in a low growth environment
•Political uncertainty: Brexit, Italian referendum and more
•Performance, changes to positioning and trading activity
•Outlook and Q&A

The European high yield bond market has returned 8.5% over the first eight months of 2016. Conditions remain favourable, with the Henderson Global credit team continuing to see value in this segment of the credit market. In this webcast, portfolio managers Stephen Thariyan, Tom Ross and Tom Hanson discuss recent market movements in the credit markets and present compelling arguments as to why to invest in European high yield bonds now. The webcast will consider:

- The recent strong performance of the European high yield markets and of the Henderson Horizon Euro High Yield Bond Fund;
- The effect of Central Bank corporate bond buying on high yield bonds;
- Why the team believes there is still room for further spread compression.

On 20 September 2016 at 15:00 CET, fund manager Nick Sheridan will provide an update on the Henderson Horizon Euroland Fund, reviewing performance and positioning, and outlining why he believes that Euroland equities still represents an attractive opportunity for investors, on both a relative and absolute basis.

On 7 July 2016 at 15:00 CET, Tim Stevenson, manager of the Henderson Horizon Pan European Equity Fund, will give his quarterly update, providing an overview of his current market views and insight into the performance of the fund, as well as current positioning and outlook.

Jane will discuss:
•The importance of global diversification, dividend sustainability and growth
•Significant dividend trends highlighted by the Henderson’s Global Dividend Index
•Key risks and opportunities that equity income investors should be aware of

On 7 June 2016 at 15:00 CET, Fund Manager, Luke Newman will host a Q&A webcast for the Henderson UK Absolute Return strategy.
The ‘Question Time’ format allows investors to raise topics in advance of the call that they would like Luke’s views. It will also be possible to submit questions during the webcast.

During the session Luke will address investor questions as well as summarising his thoughts on:

On 10 May at 14:00 GMT (15:00 CET), Nick Anderson and Hamish Chamberlayne, managers of the Henderson Global Care Growth Fund, will present their quarterly update. This will incorporate an overview of the philosophy and themes driving their investment process, as well as performance, current positioning and outlook.

Key points
•What SRI investing means to the managers, and how the fund is built around this philosophy
•Why climate change can be considered one of the biggest investment risks of our times
•How environmental, social and governance (ESG) analysis is used to identify risks and opportunities
•A discussion of Q1 performance and stock-specific news
•Portfolio themes and outlook